Journey Strategic Wealth Adds MDL Wealth Advisory Team

Allworth Financial Acquires Advisory Teams and Client Relationships from Journey Advisory Group

November 1, 2022

Wealth Management

Allworth Financial acquired the advisory teams and client relationships from Journey Advisory Group’s Gold River, California and Temple, Texas offices, adding approximately $215 million in AUM. The transaction expands Allworth’s regional presence and client base while allowing Journey Advisory Group to focus on its Midwest operations.

Informed Family Financial Services Acquires Strategic Wealth Advisory

July 12, 2022

Wealth Management

Informed Family Financial Services, a Norristown-based wealth management firm, has acquired Strategic Wealth Advisory and will merge the practices under the Informed Family Financial Services brand. The deal brings two staff members and two offices (in Reading and the Lehigh Valley) into Informed Family's platform, and Strategic Wealth Advisory's president Earl D. Schultz and advisor Shannon LaRosse join the expanded team.

VestGen Wealth Partners Adds Six Advisory Practices to Its Platform

October 10, 2025

Wealth Management

VestGen Wealth Partners added six wealth management practices (15 advisors) to its platform, bringing approximately $1.5 billion in client assets and raising total assets under management to roughly $7 billion. The additions — teams led by Ursula Daley, Michael Moloney, Michael Martin, Jeff Lesniewicz & Brian Ahern, John Straley, and Jon Lewis — expand VestGen's succession-focused wealth management footprint across multiple U.S. states.

Mission Wealth Announces Merger with PBL Wealth Management

February 6, 2026

Wealth Management

Mission Wealth Management, LP has merged with Austin-based PBL Wealth Management, LLC; PBL founder Adam Broughton joins Mission Wealth as a Partner and Senior Wealth Advisor. The deal expands Mission Wealth's presence in Texas and integrates PBL's tax-aware planning and educational resources into Mission Wealth's national RIA platform.

Wealth Enhancement Acquires Guidance Wealth (Elkhart, IN)

November 6, 2025

Wealth Management

Wealth Enhancement has acquired Guidance Wealth, an independent registered investment advisor based in Elkhart, Indiana that oversees approximately $165 million in client assets. The acquisition closed on October 31, 2025 and increases Wealth Enhancement's total client assets to more than $125.1 billion while bringing the Guidance Wealth advisory team onto Wealth Enhancement's national platform.

Mercer Advisors Acquires MDK Private Wealth Management

March 5, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired MDK Private Wealth Management, a Seattle-based multi-family office serving ultra-high-net-worth clients with over $2.5 billion in assets under supervision. The deal expands Mercer Advisors' family office capabilities and strengthens its Pacific Northwest / Seattle presence.